Issue link: https://info.seic.com/i/1476818
5 Income information Approximate annual household income (all sources) Investable net worth Gross annual salary Until year Subsequent years Salary growth rate Additional non-investment income (e.g., rental income, pension, etc.) Annual Social Security benefits Starting at age Projected total income through retirement (includes pension, Social Security, and other sources) Years of investment experience Expense information Projected annual expenses (excluding taxes) Until year Subsequent years Investment information Investment type Non-taxable/tax-deferred accounts [401(k), IRA, variable annuities] Taxable accounts Investment income Savings accounts, money market, and CDs Taxable bonds/bond funds Municipal bonds/municipal bond funds U.S. stocks/stock mutual funds International stocks/stock mutual funds Options or futures Gold or precious metals Investment real estate Insurance (type?) Other Total 1. Are there any limitations to holding specific asset classes in this investment portfolio (e.g., no international investments, no emerging markets investments)? ● yes ● no (please explain) 2. Are there any legal, social, tax, or specific constraints that may be relevant to the management of this investment portfolio (e.g., alcohol, tobac- co, XYZ corp., etc.)? ● yes ● no (please explain) 3. Considering your tax bracket, do you prefer to use tax-exempt fixed-income investments as they may provide a higher after-tax return than equivalent taxable investments? ● yes ● no (please explain)